Oxinas Partners Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
28,848
+15,414
| +115% | +$1.53M | 1.47% | 19 |
|
|
2025
Q1 | $1.33M | Sell |
13,434
-31,199
| -70% | -$3.09M | 0.78% | 34 |
|
|
2024
Q4 | $4.32M | Buy |
44,633
+48
| +0.1% | +$4.65K | 2.54% | 12 |
|
|
2024
Q3 | $4.52M | Buy |
44,585
+39,157
| +721% | +$3.97M | 2.77% | 7 |
|
|
2024
Q2 | $527K | Sell |
5,428
-47,127
| -90% | -$4.57M | 0.35% | 66 |
|
|
2024
Q1 | $5.15M | Buy |
52,555
+46,422
| +757% | +$4.55M | 3.34% | 5 |
|
|
2023
Q4 | $609K | Buy |
+6,133
| New | +$609K | 0.43% | 52 |
|
|
2023
Q3 | – | Sell |
-20,761
| Closed | -$2.03M | – | 118 |
|
|
2023
Q2 | $2.03M | Buy |
20,761
+553
| +3% | +$54.2K | 1.33% | 23 |
|
|
2023
Q1 | $2.01M | Buy |
20,208
+744
| +4% | +$74.1K | 1.45% | 21 |
|
|
2022
Q4 | $1.89M | Buy |
19,464
+14,352
| +281% | +$1.39M | 1.59% | 20 |
|
|
2022
Q3 | $493K | Buy |
+5,112
| New | +$493K | 0.41% | 56 |
|